TechTalk

Expert commentary and analysis on market developments. Plus guidance on identifying planning opportunities.

In this techtalk

See how your business could benefit as our Financial Planning team
look at a range of topics on protection.

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If not nowā€¦ when? Why young adults shouldnā€™t put off taking out protection

As younger clients are approaching traditional milestones for protection conversations later in life, how can we start to engage with them earlier and as an industry bridge the generation gap?

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Underwriting made clear

We discuss the benefit of underwriting driven priced outcome versus a price led quote and how transparent underwriting processes can lead to better customer outcomes.

Focusing on health & wellbeing services

We ask are added value services becoming more important for customers than the financial benefits on protection products?

Considerations around company share buyback as shareholder protection

We explore the suitability of one method of shareholder succession planning, including the key technical considerations for advisers.

Wealthy clients donā€™t need protection... Do they?

An important look at how Protection can provide an avenue for achieving good customer outcomes for wealthy clients and additional safety in financial planning.

The business protection puzzle

We highlight the importance for adviser firms to engage with business protection ā€“ we explain why.

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